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JBAWX vs RLBBX
JBAWX vs RLBBX Comparison
Open Charts JBAWX vs RLBBX
JHancock Balanced R6
Price$27.35
Change+$1.30 (+4.99%)
VolumeN/A
Net Assets5.12B
American Funds American Balanced R2
Price$33.19
Change+$1.61 (+5.10%)
VolumeN/A
Net Assets228.54B
JBAWX vs RLBBX Comparison Chart
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JBAWX vs. RLBBX commentary
Apr 11, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JBAWX is a Buy and RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 229B vs. JBAWX (5.12B). JBAWX pays higher dividends than RLBBX: JBAWX (2.03) vs RLBBX (1.27). JBAWX was incepted earlier than RLBBX: JBAWX (14 years) vs RLBBX (23 years). RLBBX (1.33) is less costly to investors than JBAWX (0.63). RLBBX is a more actively managed with annual turnover of: 171.00 vs. JBAWX (67.00). RLBBX has a lower initial minimum investment than JBAWX: RLBBX (250) vs JBAWX (1000000). RLBBX annual gain was more profitable for investors over the last year : -4.31 vs. JBAWX (-5.01). JBAWX return over 5 years is better than : 40.77 vs. RLBBX (26.14).
| JBAWX | RLBBX | JBAWX / RLBBX | |
| Total Expense Ratio | 0.62 | 1.33 | 47% |
| Annual Report Gross Expense Ratio | 0.63 | 1.33 | 47% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -8.517 | -7.136 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.12B | 229B | 2% |
| Annual Yield % from dividends | 2.03 | 1.27 | 160% |
| Returns for 1 year | -5.01 | -4.31 | 116% |
| Returns for 3 years | 7.94 | 3.16 | 252% |
| Returns for 5 years | 40.77 | 26.14 | 156% |
| Returns for 10 years | 55.61 | 34.16 | 163% |
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